Professional Financial Centre
Meadow Gate Woods Farm Easthampstead Road
Wokingham Berkshire, RG40 3AE
UK, England
Phone: 07775588902
Mobile: 07775588902
Email: j.white@pfcthamesvalley.co.uk
Website: https://www.pfcthamesvalley.co.uk
Training: Active Registered Life Planner® more info
Specialties
Life Planning
Financial Life Planning
Financial Wellbeing
Financial Coaching
Pre Retirement Planning
Post Retirement Planning
Investments
Protection
About My Practice
I am an independent Chartered Financial Planners, based in Berkshire. My service is based on the core principle of empowering my clients to understand and take control of their personal and financial futures.
I believe in building an enduring and trusted relationship with you as my client.
My approach is informal and welcoming where you can join me for a cup of tea and a chat.
I provide 'sleepability' - a phrase I've adopted to describe how I put you in control, helping you sleep at night.
About Jeremy White
I have now reached the tender age bracket of mid 50s and have been working in financial services for over 30 years now. I remain passionate about helping my clients plan for their future lives.
I am also a qualified yoga teacher and although not currently teaching I have my own twice daily yoga and meditation practice.
Ideal Clients
Any and all who would like to have a chat about their futures and are serious in identifying, achieving and maintaining the life you want.
Qualifications
Despite swearing on leaving university that I would not take any more exams, I have managed to achieve the following professional standards - Fellow of the Personal Finance Society, Associate of the Chartered Insurance Institute and Financial Coach Practitioner.
It is amazing that all that studying does not feel too much like hard work if you are passionate about what you do.
Compensation
I am fee based.
Industry Start Date
1989